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Disclosery

XONE BONDBLOXX ETF TRUST

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ETF (fund)

97 managers (97 13F filers) reported a position in XONE shares at 2025-12-31, 10,177,770 shares in all. 14 filers opened a position and 6 filers sold out during the quarter.

Managers
97
13F filers
97
New
14
Added
36
Reduced
31
Sold out
6
Shares held by filers
10,177,770

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,908,317$94.5M0.01%+99,37313F-HRTimelineGroup
Municipal Employees' Retirement System …1,178,547$58.4M0.66%013F-HRTimeline
AE Wealth Management LLC1,163,083$57.6M0.33%+48,74813F-HRTimeline
SMITH, MOORE & CO.799,806$39.7M3%+58,67313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth793,807$39.4M0.04%+47,19113F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.431,784$21.4M7.79%+9,98313F-HRTimeline
Tanager Wealth Management LLP381,918$18.9M1.89%+60,25113F-HRTimeline
Buck Wealth Strategies, LLC261,371$12.9M1.64%-19,22413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY243,110$12M<0.01%-107,17413F-HR/ATimelineGroup
Nemes Rush Group LLC199,054$9.86M0.93%+43,94913F-HRTimeline
Cetera Investment Advisers181,889$9.01M0.01%-22,08813F-HRTimeline
Orion Porfolio Solutions, LLC155,117$7.68M0.06%+4,02513F-HRTimeline
Empowered Funds, LLC154,800$7.67M0.13%+21,60013F-HR/ATimeline
Janney Montgomery Scott LLC147,614$7.31M0.02%+48,93413F-HRTimeline
Aptus Capital Advisors, LLC131,598$6.52M0.06%-10,08513F-HRTimeline
Financial Guidance Group, Inc.131,598$6.52M2.67%-10,08513F-HRTimeline
Compass Financial Group, Inc. (Ohio)128,244$6.35M4.65%13F-HRTimeline
Warren Street Wealth Advisors, LLC117,905$5.84M1.68%+12,45713F-HRTimeline
Oasis Advisors, LLC109,135$5.41M2.86%13F-HRTimeline
SYON CAPITAL LLC93,472$4.63M0.23%+2,98813F-HRTimeline
Legacy CG, LLC84,323$4.18M1.17%-91,20613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC83,853$4.15M<0.01%-9,90313F-HRTimelineGroup
North Forty Two & Co.81,955$4.06M3.83%+32,90013F-HRTimeline
Strait & Sound Wealth Management LLC79,188$3.92M1.46%-4,94513F-HRTimeline
eCIO, Inc.78,369$3.88M1.81%+17,82913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.72,744$3.6M0.01%+25713F-HRTimelineGroup
NewEdge Advisors, LLC71,922$3.56M0.01%-28213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC67,902$3.36M0.01%+16,71713F-HRTimelineGroup
Smart Portfolios, LLC62,236$3.08M3.07%-1,23813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC58,738$2.91M<0.01%-6,45013F-HR/ATimelineGroup
Farther Finance Advisors, LLC42,251$2.09M0.02%+5,36013F-HRTimeline
Laurel Wealth Advisors LLC38,935$1.93M0.26%+14,90013F-HRTimeline
Mendel Money Management32,696$1.62M0.68%+15,58513F-HRTimeline
GatePass Capital, LLC32,500$1.61M0.83%new13F-HRTimeline
Sigma Planning Corp29,423$1.46M0.04%-57013F-HRTimeline
MML INVESTORS SERVICES, LLC29,066$1.44M<0.01%-48613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,718$1.22M<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC23,736$1.18M<0.01%-11,10213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,210$1.15M0.02%-11,52613F-HRTimelineGroup
IFP Advisors, Inc21,368$1.06M0.02%+1,65213F-HRTimeline
Dynamic Advisor Solutions LLC20,982$1.04M0.03%+3,93913F-HRTimeline
Sugar Maple Asset Management, LLC20,610$1.02M0.69%+1,15713F-HRTimeline
Quantinno Capital Management LP20,012$991K<0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…18,662$924K0.02%-2513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,983$891K<0.01%+11,09913F-HRTimelineGroup
Purpose Unlimited Inc.in group Purpose Unlimited Inc.17,708$877K0.04%13F-HRTimelineGroup
Regal Investment Advisors LLC17,596$872K0.05%-78913F-HRTimeline
ZEGA Investments, LLC16,751$830K0.16%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,035$795K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,489$767K<0.01%new13F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC15,370$761K0.26%-2,63613F-HRTimeline
CWM, LLCin group CWM, LLC15,225$754K<0.01%+36313F-HRTimelineGroup
CFS Investment Advisory Services, LLC14,438$715K0.05%-92813F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …13,510$670K0.03%+9513F-HRTimelineGroup
Harvest Investment Services, LLC12,372$613K0.12%+6,61513F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.11,356$563K0.45%013F-HRTimeline
BlackDiamond Wealth Management, LLC11,099$550K0.27%+613F-HRTimeline
Astoria Portfolio Advisors LLC.10,821$537K0.12%-28313F-HRTimeline
COURIER CAPITAL LLC10,819$536K0.03%new13F-HRTimeline
American Trust1,927$535K0.05%new13F-HRTimeline
LPL Financial LLC10,806$535K<0.01%+5,00113F-HRTimeline
DUTCH ASSET Corp10,000$495K0.38%13F-HRTimeline
Global Retirement Partners, LLC8,457$419K0.01%+4,56513F-HRTimeline
EP Wealth Advisors, LLC8,360$414K<0.01%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,100$401K0.03%-16513F-HRTimeline
Vermillion & White Wealth Management Gr…7,738$385K0.21%+1,08013F-HRTimeline
Formidable Asset Management, LLC7,453$370K0.05%+1,81713F-HRTimeline
Holcombe Financial, Inc.6,967$345K0.22%-2,47313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,423$318K<0.01%-12,24813F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC6,100$303K0.01%new13F-HRTimeline
Csenge Advisory Group5,161$256K0.01%+47513F-HRTimeline
Legacy Capital Group California, Inc.5,036$249K0.06%-72213F-HRTimeline
Greenline Partners, LLC4,645$230K0.03%new13F-HRTimeline
Measured Risk Portfolios, Inc.4,515$224K0.26%-93913F-HRTimeline
Cambridge Investment Research Advisors,…4,502$223K<0.01%new13F-HRTimeline
Waverly Advisors, LLC4,280$212K<0.01%new13F-HRTimeline
World Investment Advisors4,130$205K<0.01%-5,88513F-HR/ATimeline
Wealth Watch Advisors, INC3,682$182K0.07%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,701$134K<0.01%+67213F-HRTimelineGroup
Geneos Wealth Management Inc.2,203$109K<0.01%-25713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,162$57.6K<0.01%+26313F-HRTimelineGroup
Wellington Grp LLC1,108$54.9K0.02%13F-HR/ATimeline
Beacon Capital Management, Inc.833$41.3K<0.01%+62713F-HRTimeline
SageView Advisory Group, LLC528$26.2K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.489$24.2K0.01%-13,74013F-HRTimeline
Blue Trust, Inc.400$19.8K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC367$18.2K0.01%013F-HRTimeline
TRUST CO OF VERMONT240$11.9K<0.01%-15213F-HRTimeline
Quest 10 Wealth Builders, Inc.231$11.4K0.01%+8513F-HRTimeline
Steward Partners Investment Advisory, L…213$10.6K<0.01%-18313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.191$9K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFC & Insurance Marketing, Inc.159$8K0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…138$6.84K<0.01%013F-HR/ATimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.114$5.65K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN112$5.55K<0.01%-14213F-HRTimelineGroup
Peck Wealth Management, LLC100$4.95K<0.01%013F-HRTimeline
Rossby Financial, LCC59$2.92K<0.01%013F-HRTimeline